PROPOSAL
Walkerscott will engage the finance team (and other stakeholders) over a 10-week period to deliver a custom-built CPM solution on Azure and ensure user adoption to drive successful outcomes. The high-level agenda is as follows:
Agenda/Topics
Weeks 1-3 - Discovery Phase
Workshops with finance team members to map and analyze planning and forecasting process
Workshops with IT team stakeholders to understand existing ERP solution, if any, other source systems and expected technical + user setup
Weeks 4-8 - Implementation Phase
Set up and testing of underlying solution infrastructure - the Azure data platform
Set up, deployment and testing of all services to enable solution - Kepion, Web, AS, SQL
Solution development and testing
Weeks 9-10 - Training & Go-Live Phase
UAT, training and user adoption workshops using UAT environment to ensure users are comfortable with using the tool
Deployment of production environment and go-live management and post go-live support
Deliverables
Weeks 1-3 - Discovery Phase
Planning and forecasting process mapping documents
Azure infrastructure design and pricing analysis documents
Solution design document with mapping of process to Kepion features
User setup and licensing document
Updated SoW for Implementation Phase based on detailed requirements